Odoo Office 365 Contact
Ksolves Office 365 Contacts makes your life a lot simpler by enabling two way synchronization of your Odoo and Office 365 contacts. It lets you choose through simple click to sync contacts either from Odoo to Outlook or the other way round. Combined with Ksolves Office 365 Base features, it provides a way to comprehensively manage your contacts from both worlds.
PROBLEM:
Since Office 365 Contacts is widely used in the business environment, its connection to Odoo becomes a must. A user had to thrive for maintaining contacts at two places i.e. Odoo contacts and Outlook contacts.
SOLUTION:
Ksolves Office 365 Contacts provides two way synchronization of Odoo and Office 365 contacts. The user can select which way to sync through a simple click and can even configure and restrict syncing options
PROBLEM:
After syncing, the user at times wish to see the status, sync time, direction in which sync happened etc to ensure that nothing is missed out.
SOLUTION:
Ksolves Office 365 Contacts gives the feature of detailed logs with multiple fields for all the syncing operations done along with the Advanced search and filter mechanisms for logs analysis.
PROBLEM:
User may wish to sync only latest contacts.
SOLUTION:
Ksolves Office 365 Contacts gives the feature to sync contacts X days old only.
PROBLEM:
If user wish to continue syncing contacts where it was left before.
SOLUTION:
Ksolves Office 365 Contacts gives the feature to continue syncing from the last synced contact where he left. User can manage the syncing and keep track of how many records have been successfully processed in Jobs menu.
Features
- Ability to select which way to sync through a simple click.
- Manageable through a single console along with other Ksolves Office 365 apps.
- Makes use of powerful features of Office 365 Base.
- Ability to sync only latest contacts.
- User can sync according to their choice with the help of filters.
- Detailed logs available for syncing operations done
- Advanced search and filter mechanisms for logs analysis
- Configure and restrict syncing options
- Ability to continue the sync process where you left last time.
Setup
Authentication
Click on Azure Active Directory > App registrations > New Registration
Now, you will be asked to enter name, redirect uri for your App. Redirect uri must be http://your-base-url/office365/callback (this will be used for authentication) and click Register.
Now, Go to Certificate & secret and create a new client secret. Copy the value of the client secret (this will be used for authentication).
Go to Overview and copy value of Application ID (this will be used for authentication).
Go to View API Permissions > Add permission > Microsoft Graph > Delegated Permissions and choose required permissions and click Add permissions at the bottom, as shown below
In order to switch the permission, chose the permissions as per you choice.
Note: You must provide both Read and ReadWrite permission for your apps
This is how the permissions will look like:
Once you installed the Base module, now go to Settings > Users > your-admin-account. In Access Rights set ‘Office365 Rights’ to ‘Office365 Manager’ and refresh the page. (Only manager has the right to authenticate the connector, other users will just sync their record)
Access Rights must be given according to the User access. Manager level access can access Office 365 settings and authentication.
User with office365 User can only allowed for syncing.
Go to Users & Companies > Office365 Settings and set Client ID, Client Secret and Redirect URL (all these are already generated from the azure portal just paste them here) and click save.
Manager level access (Odoo Admin) can access the office 365 utilities from settings as well as from the side menu.
Click on the generate token button as shown below -
You will be asked to give permission for the apps you have installed with this base module. Click on the Yes button in order to proceed further.
Click on the office365 menu > Logs menu , It will display as Token generated successfully.
Office 365 Contacts Features and Working
Click on Office365 Contacts tab
You will have multiple filters to sync the contacts, there will be two options to sync contacts on both sides. Firstly you have to choose the key fields to sync, it is highly recommended to choose those fields that uniquely identify each contact and should not be empty
If you wish to sync only latest contacts, then you need to input the days in order to sync those contacts
Further, if you wish to filter your contacts then you can choose a domain filter to view your results. This is only applicable from Odoo to Office 365
Next you can choose appropriate syncing direction
Syncing Odoo - Outlook Contacts
Now, you will be redirected to the logs with details of all the contacts that are synced.
If you click on Sync Odoo contacts to Office365, your Odoo contacts will be synced with Office 365, as shown below
Now, you will be redirected to the logs with details of all the contacts that are synced.
Job Processes Working
For any unsuccessful job, you can see how many records are processed and the corresponding reasons for the failures. Syncing will resume from the last record processed, and if you want to sync all over again you can delete the entry and start syncing.
Automatic Syncing
To activate cron follow the following steps -
Go to Settings, and then Activate the developer mode
Now go to Technical > Scheduled Actions.
You will see two crons 'Run Office 365 Import Cron' and 'Run Office 365 Export Cron' for importing and exporting respectively.
If you wish to export Odoo calendar events to Microsoft calendar automatically, click on 'Run Office 365 Export Cron'.
You can activate the cron by clicking the Off button, as shown below
If you wish to import Microsoft calendar events to Odoo calendar automatically, click on 'Run Office 365 Import Cron'.
You can activate the cron by clicking the Off button, as shown below
Now syncing for all the users will be performed after the given interval.
Our Releases
Latest Release 1.0.2
■ Fix - User able to sync his contacts associated with other company.
Latest Release 1.0.1
■ Fix - Created separate cron for importing and exporting calendar events.
Frequently Asked Question
Yes, our app works with Odoo Enterprise as well as Community.
Please drop email at sales@ksolves.com or raise a ticket through Odoo store itself.
Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.
Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Note:
Extensively Tested on Odoo Vanilla with Ubuntu OS
Ksolves Suggested Apps
Ksolves Odoo Services
Odoo Implementation
Odoo Community Apps
Odoo Support & Maintenance
Odoo Customization
Odoo Integration Services
Odoo Developer Outsourcing
Free 120 Days Support
Get 120 days of FREE support (doubt, queries,
& bug fixing)
on Odoo
applications from the date of purchase. Enhance the functionality of
your business with the Ksolves Odoo experts.